• Owner-managed stock corporation • Advisory services in holistic wealth, pension and tax planning • Independent of banks, insurance companies and other financial intermediaries • VPZ is an advisory firm, does not engage in asset management and does not offer its own financial products • Neutral and independent advice on a fee basis Our holistic and independent advice has characterized us since our company was founded in 2001 and has always been our most important success factor. At VPZ, the focus is on you and we work with you - in trusting and personal discussions - to find your individual solution, tailor-made, sustainable, long-term and always success-oriented!

We view real estate as a sustainable long-term asset and support our clients and partners from the initial idea through to successful completion. As a construction management company and general contractor (GC), we offer comprehensive end-to-end solutions – from site and project sourcing, through development, to turnkey delivery to buyers or tenants. Our core expertise lies in professional construction management and project development. We combine strategic vision with operational excellence to deliver, together with our partners, economically viable, architecturally high-quality, and sustainably usable real estate projects.

As a globally operating financial expert with Swiss roots, we specialize in wealth management, active asset management and investment solutions. Vontobel Wealth Management is committed to actively managing client assets with foresight across generations. We take a holistic approach, accurately monitor the markets, anticipate trends and opportunities, and develop individual solutions. This is how we protect the entrusted assets and create optimal conditions to increase them over the long term while taking controlled risks. We have been assisting our clients in Lucerne for over 20 years. We look forward to hearing from you as well.

Bin mit der Firma SafeCore AG sehr zufrieden.

WINVEST - your family-owned, personal and independent asset manager since 2002. Professional and transparent portfolio management with personal and sustainable client care.